Benjamin Michael Trenary
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
11 yearsExperience
1 stateRegistered in
$12.8BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- United Planners' Financial Services of America A Limited PartnerApr 2026 to now
- United Planners Financial ServicesApr 2026 to now
- Full Circle FinancialFeb 2019 to now
- City of DuluthMay 2024 to Sep 2024
- Oak Summit Golf CourseMay 2021 to May 2023
- Marcus TheatresMay 2018 to May 2019
- UnemployedJan 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MN).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7205581
- Firm CRD
- 20804